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FAS Wealth Partners’s Kraft Heinz KHC Stock Holding History

FAS Wealth Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,923
Closed -$229K – 434
2023
Q1 		$229K Buy
5,923
+50
+0.9% +$1.98K 0.02% 261
2022
Q4 		$239K Buy
+5,873
New +$223K 0.03% 263
2022
Q3 		– Sell
-5,430
Closed -$207K – 417
2022
Q2 		$207K Buy
5,430
+51
+0.9% +$2.04K 0.02% 264
2022
Q1 		$212K Buy
+5,379
New +$201K 0.02% 271
2018
Q1 		– Sell
-2,838
Closed -$221K – 173
2017
Q4 		$221K Buy
2,838
+194
+7% +$15.2K 0.06% 166
2017
Q3 		$205K Buy
2,644
+3
+0.1% +$251 0.06% 168
2017
Q2 		$226K Buy
2,641
+3
+0.1% +$272 0.07% 151
2017
Q1 		$240K Sell
2,638
-297
-10% -$26.8K 0.07% 149
2016
Q4 		$256K Sell
2,935
-131
-4% -$11.2K 0.08% 138
2016
Q3 		$274K Buy
3,066
+3
+0.1% +$265 0.09% 125
2016
Q2 		$271K Buy
3,063
+3
+0.1% +$247 0.1% 121
2016
Q1 		$240K Buy
3,060
+4
+0.1% +$299 0.12% 106
2015
Q4 		$222K Sell
3,056
-1,497
-33% -$110K 0.11% 114
2015
Q3 		$321K Buy
+4,553
New +$344K 0.18% 70

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FAS Wealth Partners's KHC Position: Q2 2023 in Review

FAS Wealth Partners sold out of Kraft Heinz (KHC) in Q2 2023, closing a stake of 5,923 shares — an estimated $229K sold.

FAS Wealth Partners first reported a position in KHC in Q3 2015 and held it in 14 quarters. The position peaked at $321K in Q3 2015. 1,165 funds tracked by Wall St. Rank hold KHC as of Q2 2023.

  • FAS Wealth Partners reported no remaining Kraft Heinz position as of Q2 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 5,923 Kraft Heinz shares in Q2 2023, an estimated $229K.
  • FAS Wealth Partners first reported a position in Kraft Heinz in Q3 2015 and held it in 14 quarters.
  • FAS Wealth Partners's Kraft Heinz position peaked at $321K in Q3 2015.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2023.

Based on FAS Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.